JNJ JOHNSON & JOHNSON Insider Trading

EVP Vanessa Broadhurst sold 23,054 JNJ shares at $251.27 on 2026-07-20; reduced holdings by 50.1%

Vanessa Broadhurst, EVP of Global Corp Affairs, sold 23,054 shares of Johnson & Johnson at $251.27, reducing her non-derivative holdings from 46,057 shares to 23,003 shares—a 50.1% reduction. Her prior two sales at JNJ both demonstrated negative 90-day returns (-6.0% on 2026-02-17 and -9.5% on 2024-03-13), establishing a pattern of well-timed exits at this ticker. The current stock price of $250.61 is 7.0% below the 52-week high of $269.43, though trading 9.7% above its 30-day average. This sale represents a material reduction in her non-derivative stake concurrent with zero derivative holdings remaining, marking a significant portfolio adjustment by a senior executive.

EVP Kathryn E Wengel sold 10,000 JNJ shares at $241.15 for $2,411,500 on 2026-06-11, retaining 114,287 non-derivative shares.

Kathryn E Wengel, EVP and Chief TO and Risk Officer, executed a sale of 10,000 shares at $241.15 on 2026-06-11, reducing her non-derivative holdings from 124,287 to 114,287 shares, a -8.0% reduction of her pre-transaction position. The sale occurred at a price within the 52-week range of $149.04–$251.71, approximately 4.3% below the 52-week high. She retains 32,965 shares through employee stock options (derivative holdings), representing her ongoing equity participation. The transaction is a discrete sale of a specific batch rather than a broader portfolio action, occurring in a company with $24.1B quarterly revenue, $5.2B net income, and a P/E of 27.56.

JNJ VP Decker sells 4,075 shares at $247.87; retains 23,682 shares. Timing aligned with prior JNJ sales that preceded declines.

Decker sold 4,075 shares at $247.87 on 2026-02-27, reducing holdings by 14.7% to 23,682 shares, generating $1,010,070.25 in proceeds. The sale occurred near the 52-week high (within 0.7%), and his prior two sales at JNJ (2025-02-25 and 2024-08-30) were both well-timed at the 90-day mark, with post-sale returns of -7.8% and -5.8% respectively. His cross-ticker selling track record shows a 100.00% well-timed rate across 2 prior sales with an average 90-day return of -6.8%, indicating a consistent pattern of selling before subsequent declines. This transaction fits that established pattern: a sale at an elevated price point with a demonstrable history of JNJ sales preceding downward movement over the following 90 days. Investors tracking this insider's activity should note the repetition of the sell-before-decline pattern, now in its third occurrence at this ticker.

JNJ EVP/CIO James D. Swanson sold 62,080 shares for $15,109,758.99 in 3 transactions; holdings reduced 70.7%

EVP and Chief Information Officer James D. Swanson executed 3 separate sales totaling 62,080 shares for $15,109,758.99 over four trading days (Feb 13-17, 2026), reducing his holdings from 87,778 shares to 25,698 shares—a 70.7% reduction. The blended average price of $243.39 is near Johnson & Johnson's current price of $244.99, and the stock is trading at its 52-week high with strong recent momentum (+12.0% over 30 days, +20.6% over 90 days). Without disclosure of a 10b5-1 plan or other trade scheduling detail, the timing and magnitude of this stake reduction occur against a backdrop of robust stock performance, though the fundamental context shows a profitable company (P/E 15.59, net income $5.2B on revenue $24.0B) with steady growth (+6.0% annual revenue growth).

EVP Schmid sells 22,623 shares of JNJ at $244.20–$244.53 for $5.5M, reducing holdings 45.8%

Timothy Schmid, EVP and WW Chair of MedTech at Johnson & Johnson, executed 2 separate sales on 2026-02-18, selling a combined 22,623 shares for $5,527,505.94 at prices of $244.20 and $244.53. This sale reduced his post-transaction holdings to 26,769 shares from a pre-transaction level of 49,392 shares, representing a net reduction of 45.8% of his prior position. The stock is currently trading at $244.99, near the 52-week high of $244.99, and has posted strong momentum over the trailing 30-day (+12.0%) and 90-day (+20.6%) periods. The company itself shows solid fundamentals with $23,993,000,000 in latest quarterly revenue, $5,152,000,000 in net income, annual growth of 6.0%, and a P/E of 15.59 at a $590.4B market cap. The substantiality of this reduction—nearly half his holdings—merits investor attention, though the transaction occurred proximate to elevated valuation levels without additional context on the underlying rationale.

EVP Vanessa Broadhurst sold 6,197 JNJ shares at $243.39 on 2026-02-17; holds 23,003 post-transaction. Prior JNJ sell was well-timed (-9.0% to -9.5% return).

Broadhurst's sale of 6,197 shares represents a 21.2% reduction in her JNJ position, executed at $243.39 while the stock currently trades at $244.99, near its 52-week high. Her single prior transaction in JNJ (a sale in March 2024) generated negative 90-day returns of -9.5%, ranking as well-timed per her cross-ticker track record of 100.0% well-timed sells. However, the cross-ticker track record is limited to 1 prior sell with an average 90-day return of -9.5%, making it a thin basis for pattern inference. The company's fundamentals remain solid: $24.0B in quarterly revenue, $5.2B net income, 6.0% annual growth, and a P/E of 15.59 at a $590.4B market cap. This transaction signals a material reduction in holdings rather than a minor rebalancing, yet without disclosed rationale or FLAGS indicating a 10b5-1 plan, the timing cannot be characterized strategically.

EVP Reed sells 53,931 shares at $243.00 for $13.1M, reducing JNJ stake by 83.5%

John C. Reed, EVP of Innovative Medicine, R&D, executed 3 separate sales totaling 53,931 shares for $13,105,233.00 on 2026-02-17, leaving him with 10,658 shares post-transaction—a net reduction of 83.5% versus pre-transaction holdings of 64,589 shares. The transactions occurred at $243.00 per share, near the 52-week high of $244.99, with JNJ stock up 12.0% over the prior 30 days and 20.6% over 90 days. Across his same-ticker history at JNJ, Reed's 2 prior sells (October 2025 and July 2025) both generated positive subsequent returns (13.9% and 16.9% at the 90-day mark), indicating neither was well-timed as an exit before a decline. No FLAGS were provided, and this represents discretionary open-market activity rather than a planned trading program. The near-complete liquidation of a long-held position by a senior R&D executive warrants examination of whether capital reallocation or portfolio considerations drove the decision.

CFO Wolk sold 89,654 JNJ shares for $21.8M across 4 transactions on 2026-02-17

Joseph J Wolk, Executive VP and CFO, executed 4 separate sales totaling 89,654 shares for $21,767,826.99 at prices ranging from $242.68 to $242.99, reducing his holdings by 86.5% from 103,654 to 14,000 shares. The blended average sale price of $242.80 is 0.0% from the current 52-week high of $244.99, and the stock is up 12.0% over the prior 30 days and 20.6% over 90 days, indicating the sales occurred near peak valuation. His prior 2 trades at JNJ (both sells in August 2025 and February 2025) showed mixed timing results: the August 2025 sale returned +0.6% in 30 days but +10.4% in 90 days (poorly timed), while the February 2025 sale returned +8.3% in 30 days but +1.2% in 90 days, with 0 of 2 prior JNJ sales well-timed at the 90-day mark. The substantial reduction in stake size alongside the company's robust fundamentals—$24.0B quarterly revenue, $5.2B net income, +6.0% annual growth, and 15.59 P/E—creates tension: this appears to be a significant liquidation near all-time highs rather than a company-confidence signal.

CEO Duato Joaquin sold 100,000 JNJ shares in 2 transactions for $22.1M at $221.23 avg, reducing stake by 76.4%

Duato Joaquin, CEO and Chairman, executed 2 separate sales totaling 100,000 shares on 2026-01-26 for $22,122,893.44, reducing his post-transaction holdings to 30,852 shares from 130,852 shares (a -76.4% reduction). The sales occurred at a blended average price of $221.23 against a current market price of $227.72, meaning the stock has risen +0.0% from its 52-week high and +9.7% over the prior 30 days. His prior sell at JNJ on 2025-08-22 showed a 90-day return of +13.3%, indicating the stock rose after that sale, representing poorly-timed execution on the prior trade. The magnitude and concentration of this reduction—eliminating 76.4% of his holdings in a single filing—represents a substantial redeployment of the CEO's personal capital position in the company.

Director MORIKIS JOHN G buys 1,250 shares of JNJ for $257.7K, tripling holdings from 598 to 1,848 shares.

MORIKIS JOHN G purchased 1,250 shares at $206.15, increasing his JNJ position by 208.9% to 1,848 shares post-transaction. The purchase occurred near the 52-week high of $207.56 and follows a strong recent momentum window: the stock has appreciated 8.7% over 30 days and 15.3% over 90 days. His cross-ticker track record shows 2 prior buys with an average 90-day return of 28.4% and a 100% win rate, suggesting a pattern of well-timed accumulations across different holdings. The sustained accumulation in JNJ—building holdings from a modest 598 shares—is notable given the company's solid fundamentals: $24.0B quarterly revenue, $5.2B net income, and a market cap of $494.7B. This material increase in position size merits investor attention as a substantive directional commitment by a director during a period of positive price momentum.